How to print a quote or set valid until in JobSheet

Set valid until

1. Open Quotes and create or edit a quote.
2. Find Valid until (optional) on the quote detail form.
3. Pick a UK date when the quote expires, or leave blank if there is no fixed expiry.
4. Save the quote. Valid until appears on the print layout when set.

Print or save as PDF

1. Open the quote detail screen.
2. Choose Print / PDF.
3. Your browser opens a print-friendly view with company details, line items, totals, and Valid until when set.
4. Use the browser print dialog to print or Save as PDF.

JobSheet does not email PDF attachments automatically. Email sends an HTML summary when customer notifications are on; attach the PDF yourself if the customer needs a file.

Tips

• VAT lines and totals follow your Workspace → UK VAT settings.
• For invoices, the same Print / PDF button is on the invoice detail screen.

Related guides

• Create a quote with line items
• Email a quote or invoice
• Set bank details and payment terms
• Enable UK VAT in Workspace